Wealth Advice

SMSF Administration

Building our clients’ equity along with increasing their business cashflow is central to what we do. Success in these areas creates opportunity for leverage and ultimately, financial freedom.

Superannuation, and utilising tax effective structures including Self Managed Superannuation Funds (SMSF), is an important part of the mix for managing wealth and planning retirement for business owners.

Our Superannuation and SMSF service is two-fold. We understand the highly regulated Superannuation and Self Managed Superannuation Fund environment and provide tax, compliance and administrative services for SMSFs, and we collaborate with The SMSF Expert, a licensed Superannuation and SMSF advisor to coordinate specialist advice for our clients.

Our Superannuation Administrative Services include:

• Annual financial statements and member reporting
• Tax advice
• Fund income tax return preparation
• Trustee support for meeting regulatory obligations

Superannuation & SMSF Advice

By collaborating with The SMSF Expert Pty Ltd (AFSL 445113) we provide access to licensed and qualified professionals who can deliver a comprehensive menu of superannuation and SMSF services. With a strong knowledge of your overall financial affairs, we work with The SMSF Expert to achieve an integrated superannuation and SMSF solution that is inclusive of other important financial considerations such as tax, your business goals and personal financial affairs.

The SMSF Expert Pty Ltd is authorised to deliver these and other services you:

• Establish and wind-up SMSFs
• Funds Rollovers
• Contribution Strategies
• Pension Planning
• Investment Strategies
• Borrowing & Limited Resource Loans
• Retirement and Estate Planning